ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $774,882 | -3.8% | 16,707 | -3.2% | 0.00% | 0.0% |
Q2 2023 | $805,396 | -3.3% | 17,268 | -2.3% | 0.00% | 0.0% |
Q1 2023 | $833,146 | +2.3% | 17,668 | +0.8% | 0.00% | -25.0% |
Q4 2022 | $814,105 | -10.1% | 17,530 | -10.8% | 0.00% | 0.0% |
Q3 2022 | $906,000 | -2.8% | 19,660 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $932,000 | +2.0% | 19,660 | +4.2% | 0.00% | +33.3% |
Q1 2022 | $914,000 | -18.6% | 18,859 | -15.3% | 0.00% | -25.0% |
Q4 2021 | $1,123,000 | -1.0% | 22,265 | +0.3% | 0.00% | 0.0% |
Q3 2021 | $1,134,000 | +10.0% | 22,197 | +10.4% | 0.00% | 0.0% |
Q2 2021 | $1,031,000 | 0.0% | 20,104 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $1,031,000 | -0.7% | 20,104 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,038,000 | -1.9% | 20,104 | -2.0% | 0.00% | 0.0% |
Q3 2020 | $1,058,000 | +0.2% | 20,520 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $1,056,000 | +11.5% | 20,520 | +9.5% | 0.01% | -16.7% |
Q1 2020 | $947,000 | -5.4% | 18,748 | -5.6% | 0.01% | +20.0% |
Q4 2019 | $1,001,000 | -38.8% | 19,862 | -38.7% | 0.01% | -44.4% |
Q3 2019 | $1,635,000 | -8.3% | 32,390 | -8.4% | 0.01% | -10.0% |
Q2 2019 | $1,783,000 | +89.9% | 35,349 | +87.6% | 0.01% | +66.7% |
Q1 2019 | $939,000 | -38.1% | 18,841 | -39.0% | 0.01% | -45.5% |
Q4 2018 | $1,516,000 | -9.9% | 30,905 | -10.0% | 0.01% | +10.0% |
Q3 2018 | $1,682,000 | -12.8% | 34,332 | -12.6% | 0.01% | -23.1% |
Q2 2018 | $1,928,000 | +11.8% | 39,284 | +12.4% | 0.01% | +8.3% |
Q1 2018 | $1,725,000 | – | 34,962 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Newman & Schimel, LLC | 814,669 | $37,833,245 | 17.09% |
MARYLAND CAPITAL ADVISORS INC. | 332,590 | $15,445,480 | 14.42% |
Prosperity Planning, Inc. | 529,320 | $26,451,010 | 13.07% |
Buttonwood Financial Advisors Inc. | 277,755 | $12,898,957 | 10.86% |
Opal Wealth Advisors, LLC | 394,644 | $18,327,267 | 10.11% |
Old North State Trust, LLC | 327,216 | $15,196 | 9.99% |
Courage Miller Partners, LLC | 445,031 | $20,667,253 | 9.52% |
Boyd Wealth Management, LLC | 243,763 | $11,320,354 | 8.31% |
CAPITAL INSIGHT PARTNERS, LLC | 622,310 | $28,900,076 | 7.49% |
Onyx Bridge Wealth Group LLC | 369,850 | $17,323,788 | 7.05% |